06 OCT 2021
09:30 2021 WORLD INVESTOR WEEK LAUNCH: Gabriela Figueiredo Dias, CMVM Chair
10:00 KEYNOTE SPEAKER: Rodrigo Buenaventura, CNMV Chair
10:30 PANEL 1: Youth, social media and investments
We will be looking at the relation between youth and money, savings and investment, the use of social media as information vehicles to make investment and savings decisions, behavioural biases, choosing financial instruments and investment fraud risks.
Moderator: Rui Peres Jorge, Director of the Strategic Analysis and Communication Office, CMVM
11:30 Coffee break
12:00 PANEL 2: The new reality of investments
Business models based on zero commissions, payments for order flow, social media investments, gamification, the simultaneous movements of investors, the increased activity by unauthorised brokers and investor protection.
Opening address: Gerri M. Walsh – Chair, FINRA Investor Education Foundation
Moderator: Nuno Aguiar – Journalist, Exame
Organised by the APS, this session will seek to conceptually outline what is meant by an integrated system for monitoring retirement pensions, its advantages and inherent challenges.
By providing an overview of the expected value of income to be earned during retirement – whether these originate in the public pension schemes or in private schemes – this type of tool is expected to assist citizens to better plan their retirement financially and in promoting, particularly among the younger generations, greater awareness of the need for savings during this stage of life.
14:30 -14:40 WELCOME MESSAGE
14:40 – 15:00 HOW TO HELP EUROPEAN CITIZENS WITH THEIR RETIREMENT PLANNING – PROPOSAL OF AN INTEGRATED SYSTEM FOR MONITORING RETIREMENT PENSIONS (PENSION TRACKING SYSTEM) AND THE POSITION OF THE EUROPEAN INSURANCE INDUSTRY (*)
15:00 – 15:20 DENMARK: PRACTICAL APPLICATION OF AN INTEGRATED RETIREMENT PENSION MONITORING SYSTEM (PENSION TRACKING SYSTEM) (*)
15:20 – 15:30 CONCLUDING REMARKS AND CLOSING
Moderator: Luís Malcato – Economic and Financial Advisory Department, APS
(*) Presentation in English
A conference conducted in Portuguese, by members of the CFA Institute, all of whom are certified as Chartered Financial Analysts. Throughout the session, the audience will be invited to answer queries posed.A conference conducted in Portuguese, by members of the CFA Institute, all of whom are certified Chartered Financial Analysts. Throughout the session, the audience will be invited to answer queries posed.
The conference will be comprised of five modules:
Session registration link: